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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,799 | $98,240-10.6% | $82,313+6.7% | $147,585-40.5% |
| Participation rate | 55.6% | 79.7%-24.2pp | 76.9%-21.3pp | 82.8%-27.3pp |
| Annual return | 19.92% | 30.85%-10.9pp | 25.88%-6.0pp | 578.58%-558.7pp |
| Employer contribution / active EE | $11,282 | $3,192+253.5% | $2,428+364.6% | $4,876+131.4% |
| Participant deferral / active EE | $3,085 | $4,383-29.6% | $3,706-16.8% | $5,439-43.3% |
| Admin fee / account holder | $11,446 | $8,563+33.7% | $5,608+104.1% | $10,886+5.1% |